Create And Edit

Create and edit only manage the basic template information. Message content and card settings are configured in the design page.

Create Template

When creating a template, configure:

Item	Description
Template Name	The admin-facing name of the template. Use a name that describes the business scene
Description	Optional notes that explain where the template is used

After creation, the template is saved as a draft and can be opened in the design page.

Edit Template

Editing supports the same basic information:

Item	Description
Template Name	Updates the admin-facing name
Description	Updates the usage notes

Editing the basic information does not change message content, field variables, card style, card footer action, or status.

Naming Suggestions

Use names that combine the business object and the trigger scene, such as:

Example	When To Use
Leave Approval Notice	A leave request is submitted or approved
Contract Renewal Reminder	A contract is close to renewal
Task Assignment Notice	A task is assigned to a member